S.A. Mason LLC Reduced Holdings in Q4 2024

S.A. Mason LLC

  • $186 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
-13
- 0.24%
$21.22 - $23.88 $276 - $310
5.36K $121K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-26
- 1.54%
$77.25 - $91.3 $2.01K - $2.37K
1.66K $141K
BMY
Bristol Myers Squibb CO

Healthcare
-158
- 3.87%
$51.92 - $59.94 $8.2K - $9.47K
3.93K $222K
SHOP
Shopify Inc.

Technology
-35
- 6.14%
$78.14 - $119.49 $2.73K - $4.18K
535 $56K
PFIX
Simplify ETF Simplify Int Rate

ETFs
-134
- 8.25%
$39.93 - $52.66 $5.35K - $7.06K
1.49K $78K
KMI
Kinder Morgan, Inc.

Energy
-976
- 10.8%
$22.59 - $28.54 $22K - $27.9K
8.06K $220K
VUG
Vanguard Growth ETF

ETFs
-50
- 2.59%
$378.79 - $428.11 $18.9K - $21.4K
1.88K $770K
PAYX
Paychex Inc

Industrials
-65
- 0.81%
$135.86 - $148.73 $8.83K - $9.67K
7.96K $1.12M
AVGO
Broadcom Inc.

Technology
-10
- 0.66%
$159.67 - $250.0 $1.6K - $2.5K
1.51K $350K
IVV
Ishares Core S&P 500 ETF

ETFs
-18
- 0.18%
$570.51 - $610.59 $10.3K - $11K
10.1K $5.96M
AXP
American Express CO

Financial Services
-74
- 1.4%
$267.35 - $305.57 $19.8K - $22.6K
5.21K $1.55M
JPM
Jpmorgan Chase & CO

Financial Services
-5
- 0.12%
$205.18 - $250.29 $1.03K - $1.25K
4.16K $998K
COST
Costco Wholesale Corp

Consumer Defensive
-34
- 0.66%
$873.59 - $994.69 $29.7K - $33.8K
5.08K $4.66M
MA
Mastercard Inc

Financial Services
-2
- 0.04%
$491.3 - $536.15 $983 - $1.07K
5.18K $2.73M
V
Visa Inc.

Financial Services
-5
- 0.11%
$273.87 - $320.91 $1.37K - $1.6K
4.7K $1.49M
NVDA
Nvidia Corp

Technology
-6.52K
- 7.15%
$117.0 - $148.88 $763K - $971K
84.7K $11.4M
AAPL
Apple Inc.

Technology
-293
- 1.3%
$221.69 - $259.02 $65K - $75.9K
22.2K $5.56M
Activity Summary
Buys All Purchases 131 New Holdings 26 Increased Positions 105 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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